S-Docs now supports generating documents from your AirTable bases and tables. Let's explore how in this article.
Initiate your document automation journey with a new template. Click Create template. Then, click Create new.
Connect to your AirTable data source to eliminate manual data entry by clicking on the AirTable button.
Change the Authentication Type to OAuth 2.0 for enhanced security compliance.
Click Connect to connect AirTable and S-Docs.
Note: Depending what bases that you want to grant S-Docs access to, choose All Resources or select individual bases to provide access.
S-Docs has partnered with Workato to allow for data integration. Workato is an enterprise grade integration platform with robust SOC2/ISO27001 security built into the platform.
Click Grant Access. This will authorize system access while maintaining full data security control.
Once you complete the authentication, you should see all the bases that you granted access.
Note: Make sure your cookies are enabled before connecting AirTable to S-Docs.
Select the base you want to use as your source of data. Click on the base you chose.
All the tables in the base are shown for you to select. Click on the AirTable table to use as the primary source for data. You can access tables that are related to the table you chose in the previous step.
You will be shown one-to-one relationships in the Related Object tab and one-to-many relationships in the Related List tab.
Enable the related tables and it's fields to be available for your template by toggling them on.
In this example, we will add line items that reflect our opportunity's data by clicking Click to add fields. We will add name, quantity, and other fields to create a quote table.
We have also added explanatory text to guide document recipients through approval processes.
Note: You can add an approval sections to streamline document authorization and assign these fields to specific signers. You can also include approval dates that update automatically with signature dates.
Click Preview to see what your document will look like with the data pulled in.
To change the data source that your document is pulling from in preview mode, click the click here text in the yellow preview mode banner. Then, select what you want to pull data from into the document preview.
Click Apply Now and review the document.
Click Publish Template to make your template available to your team.